Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW | CL A | 451 | $2,669,615 | 26,930 | 0.00 | 0.00 | 12,602 | 87.95 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 452 | $2,652,356 | 18,291 | 0.00 | 0.00 | 10,103 | 123.39 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 453 | $2,641,724 | 55,921 | 0.00 | 0.00 | -542 | -0.96 | 12-31-2023 |
| REALTY INCOME CORP | COM | 454 | $2,638,176 | 45,945 | 0.00 | 0.00 | -276 | -0.60 | 12-31-2023 |
